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Sat, Oct 10
6 itemsAdvanced packaging and AI-driven demand dominated today's news, with glass substrate progress from Samsung Electro-Mechanics and JNTC, record AI-linked revenue at Phison, and a reported halt of Nvidia's RTX 5090 to free capacity for data-center GPUs.
Glass substrate push advances at Samsung Electro-Mechanics and JNTC
Samsung Electro-Mechanics moved its 100mm glass substrates to package-level testing with customer chips, while JNTC plans a US$259 million investment, targeting mass-production revenue in 2028.
Why it mattersGlass substrates could ease packaging bottlenecks as AI accelerators grow larger, but commercialization timelines remain years out.
Nvidia reportedly halts RTX 5090 production for data-center GPUs
Nvidia has reportedly discontinued GeForce RTX 5090-series products, leaving GB202 silicon for data-center and professional boards, with a rumored RTX 5080 24GB as the new consumer flagship.
Why it mattersSignals Nvidia is prioritizing scarce advanced silicon for higher-margin AI and professional markets over consumer graphics.
Phison September revenue hits record as AI tops half of sales
Phison reported record September revenue of NT$30.639 billion (US$959 million), up 8% month over month and 370% year over year, with AI-related applications exceeding 50% of sales.
Why it mattersShows AI demand spreading into storage controllers and infrastructure, not just compute accelerators.
GlobalFoundries touts FDX Fusion for 7nm-class performance without EUV
GlobalFoundries said its strained-silicon FD-SOI FDX Fusion platform can reach 7-nm-class performance without EUV, aiming at a new physical-AI market for Europe.
Why it mattersAn EUV-free path could offer a lower-cost option for edge and physical-AI chips, though it is not a leading-edge node.
Huawei says memory cost surge adds over US$200 per phone
Huawei consumer chief Richard Yu said rising memory component costs have added more than US$200 to the hardware cost of each Huawei smartphone, pressuring handset pricing.
Why it mattersIllustrates how the memory upcycle is feeding into device costs beyond data-center hardware.
Super Micro smuggling co-conspirator pleads guilty over AI chips
Ting-Wei "Willy" Sun, charged in the smuggling of Super Micro servers with advanced Nvidia AI chips to China, pleaded guilty, with sentencing set for September next year.
Why it mattersHighlights enforcement pressure on the gray-market flow of restricted AI hardware.